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Crestmont Private Wealth’s Nasdaq NDAQ Stock Holding History

Crestmont Private Wealth’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$941K Buy
11,089
+716
+7% +$64.2K 0.3% 25
2025
Q4 		$1.01M Buy
10,373
+203
+2% +$18.3K 0.33% 21
2025
Q3 		$900K Buy
10,170
+450
+5% +$41.7K 0.3% 24
2025
Q2 		$869K Buy
9,720
+538
+6% +$42.9K 0.31% 21
2025
Q1 		$697K Buy
9,182
+1,165
+15% +$91.7K 0.3% 26
2024
Q4 		$620K Buy
8,017
+185
+2% +$14.3K 0.28% 24
2024
Q3 		$572K Buy
7,832
+534
+7% +$36.5K 0.25% 28
2024
Q2 		$440K Sell
7,298
-139
-2% -$8.42K 0.21% 30
2024
Q1 		$469K Buy
7,437
+679
+10% +$39.3K 0.23% 26
2023
Q4 		$393K Sell
6,758
-208
-3% -$11K 0.2% 22
2023
Q3 		$338K Sell
6,966
-1,853
-21% -$93.9K 0.21% 23
2023
Q2 		$440K Buy
8,819
+3,229
+58% +$175K 0.26% 24
2023
Q1 		$306K Buy
5,590
+781
+16% +$45.1K 0.2% 33
2022
Q4 		$295K Buy
+4,809
New +$300K 0.2% 26

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Crestmont Private Wealth's NDAQ Position: Q1 2026 in Review

Crestmont Private Wealth increased its Nasdaq (NDAQ) stake by 6.9% in Q1 2026, buying an estimated $64.2K and bringing the position to 11,089 shares worth $941K. The position accounts for 0.3% of the portfolio, ranked #25.

Crestmont Private Wealth first reported a position in NDAQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Crestmont Private Wealth held 11,089 shares of Nasdaq worth $941K as of Q1 2026.
  • Crestmont Private Wealth bought 716 Nasdaq shares in Q1 2026, an estimated $64.2K.
  • Nasdaq made up 0.3% of Crestmont Private Wealth's portfolio in Q1 2026, its #25 holding.
  • Crestmont Private Wealth first reported a position in Nasdaq in Q4 2022 and has held it in 14 quarters since.
  • Crestmont Private Wealth's Nasdaq position peaked at $1.01M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.